Personal Trust

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Dictionary Says

Definition of 'Personal Trust'

A trust created for a person or persons. Personal trusts can be used by wealthy or middle-class beneficiaries to accomplish a variety of financial objectives. Personal trusts are separate legal entities that have the authority to buy, sell, hold and manage property for the benefit of their beneficiaries.
Investopedia Says

Investopedia explains 'Personal Trust'

Personal trusts can take many forms. They can be revocable or irrevocable, living or testamentary. They can fund education expenses, meet special needs of beneficiaries or allow them to avoid or reduce estate taxes. They can also be separate taxable entities or pass-through entities.
Search results for

'Personal Trust'

  • Protect Your Personal Assets

    http://www.investopedia.com/articles/pf/08/family-limited-partnership.asp
    ... (For related reading, see Shifting Life Insurance Ownership.); Qualified Personal
    Residence Trust In addition to housing your family, your home is often worth ...

  • Establishing A Revocable Living Trust

    http://www.investopedia.com/articles/pf/06/revocablelivingtrust.asp
    ... Privacy Preservation - Trusts allow the transfer of your personal assets to
    remain private within the constraints of the trust document. ...

  • Designating A Trust As Retirement Beneficiary

    http://www.investopedia.com/articles/retirement/04/081804.asp
    Designating A Trust As Retirement Beneficiary. August 18 2004 | Filed Under » Personal
    Finance, Retirement, Retirement Plans. It is very common for IRA owners ...

  • What are the requirements that a trust needs to meet to be ...

    http://www.investopedia.com/ask/answers/03/122303.asp
    ... Active Trading; Forex; Personal Finance; Real Estate; Retirement; Insurance; ETFs;
    Options/Futures; ... What are the requirements that a trust needs to meet to be qualified ...

  • Keep Your Pet's Trust

    http://www.investopedia.com/articles/pf/07/pet_trusts.asp
    Keep Your Pet's Trust. February 15 2012 | Filed Under » Insurance, Personal Finance.
    Pets have become an increasingly important part of modern life. ...

  • Encouraging Good Habits With An Incentive Trust

    http://www.investopedia.com/articles/pf/06/incentivetrust.asp
    ... such as the health and overall personal well-being of the beneficiary, being overlooked.
    "Controlling Life from the Grave" - The incentive trust may fail to ...

  • If a trust is named as the beneficiary of an IRA, can the trustee ...

    http://www.investopedia.com/ask/answers/06/changebeneficiary.asp
    ... Active Trading; Forex; Personal Finance; Real Estate; Retirement; Insurance; ETFs;
    Options/Futures; ... If a trust is named as the beneficiary of an IRA, can the trustee ...

  • How can a trust lower federal transfer tax liability?

    http://www.investopedia.com/ask/answers/08/trust-lower-tax-liability.asp
    ... How can a trust lower federal transfer tax liability? ... If both the trust and the estate
    are under the exemption level, then there are federal tax savings. ...

  • Pick The Perfect Trust

    http://www.investopedia.com/articles/pf/08/trust-basics.asp
    ... Taxes - All income earned by the trust is taxable to the grantor, on the grantor's
    personal tax return, as if the property had never been transferred to the ...

  • Ensuring That Your Trust Is Trustworthy

    http://www.investopedia.com/articles/retirement/11/ensuring-your-trust-trustworthy.asp
    ... (For more related reading, see Establishing A Revocable Living Trust. ... as an investor
    with the financial industry led him into the personal finance area a few ...

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